OUR TEAM, Gane Financial

Adam

CEO
Financial Coach

Adam is an outgoing natural born mentor for people looking to maximize their financial life. His high energy and focus is expressed through his passionate work with clients and dedication to the vision of creating a new “abundant normal” for families in the financial arena.

Adam was raised in a financial world with both parents running the family business Gane Financial. It’s no surprise Adam has an instinctive interest in the best methods for managing money, starting from a young age with his own. Once Adam had uncovered, at age 16, the strategies of how to recover the cost of major purchases, and was able to buy his own motorcycle…he was inspired!

After satisfying a big part of his love for learning and going out and earning a degree in Mechanical Engineering, Adam made the decision to come home to the world of finance. He completed his full Life License and joined Gane Financial full time in 2014, where he worked in Saskatoon, for a year. In Jan 2019 Adam took over Gane Financial as CEO and has been working to grow the business and its impact within the community.

Adam is full of practical new ideas that aid in helping the clients understand the unique strategies we teach. He brings different viewpoints to many areas within the business, and he has a natural ability to explain concepts and strategies in a logical and clear manner.

With endless curiosity, Adam is on his path to accomplishing the full vision he has set out for his life and when he isn’t playing volleyball, hockey or anything on the water, you will find him reading yet another financial book, playing guitar or spending quality time with family and friends.

JACK

Financial Coach

Jack was raised just outside of Barrie, ON, where he spent a lot of his time volunteering and being part of the community.

Jack received his degree from Wilfrid Laurier in Financial Mathematics with a minor in Economics. While in university Jack worked with a small business as a product manager and sales rep working one on one with clients and companies. After graduating he worked for the Township of Essa in the finance department before starting full time with Gane Financial.

Jack enjoys working one on one with clients, being able to grow with them, and getting to see the difference he makes in their lives. His finance background has added to his effectiveness in helping our clients understand areas of concern and allowing him to provide high level detailed options for them to succeed.

Since joining our team in May of 2022, Jack has proven that he fits in with our core beliefs around Creating value, Maximization, and Integrity. Jack is focused on understanding the vast financial concepts that Gane Financial teaches and developing strong relationships with our clients to ensure he helps everyone achieve their financial dreams!

When he is not at the office Jack enjoys spending time with friends and family, being active with hockey, baseball, Jiu-jitsu, golf, and badminton. Jack also is currently coaching high school badminton as well as continuing his education in the financial world.

Jacqueline

Client Relations
New Business

Jacqueline was born and raised just outside of Barrie, ON, where she first developed her love for the quiet countryside. She currently lives in Orillia with her husband Jason and three wonderful stepsons.

Jacqueline obtained her Bachelor of Arts degree in Psychology from Laurentian University. Following that, she obtained her Post Graduate Certificate in Human Resources Management from Georgian College. She has spent the majority of her career as a Corporate Recruiter, mainly focusing in the Retail and Supply Chain industries. After ten years in recruitment, Jacqueline was itching to use her talents learning something new. The financial world certainly was that! She joined the Gane Financial team in May 2018 and has loved every moment of it.

Jacqueline has a positive customer focused personality. She always takes the time to listen to the needs of each client and strives to build a lasting relationship with each of them. She has an inquisitive mind, and enjoys diving into problems to find the root cause.

Outside of work, she enjoys golfing, travelling, taking long walks with her dog Manni, and spending time with her family and friends.

Melanie

Client Services

Melanie, our dedicated Virtual Client Services Administrator in the heart of Tiny, Ontario, exudes a passion for people and an unwavering commitment to helping others. Her attention to detail and relentless pursuit of efficiency reinforces our commitment to delivering outstanding service to our clients.

Having spent an entire decade in the world of Hospitality Management, Melanie decided to chart a new course in 2020, making a transition into the dynamic realm of the Insurance Industry. It was during this transition that she acquired her LLQP license, a testament to her love for working with numbers and her dedication to offering paramount support and service to clients. Melanie’s journey in this industry is marked by a boundless thirst for knowledge and an eagerness to continuously learn and grow.

Outside the office, Melanie shares her time with her fiancé, Adam, and their two cherished dogs, exploring local rail-trails and the wonders of Wye Marsh in Tiny. Melanie’s heart is warmed by the crackling flames of bonfires in her backyard, the harmonious melodies of music, and, most importantly, the cherished moments spent with her beloved family.

Melanie’s passion, purpose, and relentless pursuit of excellence, makes her an invaluable asset and a true inspiration to those fortunate enough to work alongside her.

Rich

CLU (Chartered Life Underwriter)
Founder

Founding Gane Financial in 1991, Rich has become a highly regarded advisor, educator and financial coach to individuals and entrepreneurs. With over 29 years in financial planning and extensive business education including a degree from Wilfrid Laurier in Business Administration, Certified Financial Planner designation, and Certified Infinite Banking Practitioner with the Nash Institute, Rich’s strong belief that we can be, do or have anything we truly desire in life is evident in all areas of his financial coaching.

Rich now acts as the primary consultant to Gane Financial, as his son Adam has taken over the reins in 2019. Rich resides with his wife Sheila north of Barrie in the Horseshoe Valley area, and their next few years include enjoying the summers at the cottage and winters RV’ing down South where their daughters’ family lives, and working in his newly established firm, Entrusted Family Banking, which specializes in multi generational wealth.